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Ridgecrest Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ridgecrest Wealth Partners’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71M Hold
17,142
– – 1.31% 17
2026
Q1 		$2.54M Buy
17,142
+1,196
+8% +$180K 1.4% 16
2025
Q4 		$2.29M Sell
15,946
-503
-3% -$71.5K 1.24% 17
2025
Q3 		$2.32M Buy
16,449
+290
+2% +$39.9K 1.05% 20
2025
Q2 		$2.15M Buy
16,159
+3,161
+24% +$400K 1.14% 20
2025
Q1 		$1.68M Buy
12,998
+3,760
+41% +$492K 0.88% 27
2024
Q4 		$1.18M Buy
9,238
+123
+1% +$16K 0.64% 32
2024
Q3 		$1.17M Buy
9,115
+685
+8% +$84.6K 0.61% 35
2024
Q2 		$1,000K Buy
8,430
+1,310
+18% +$155K 0.6% 35
2024
Q1 		$861K Buy
7,120
+1,775
+33% +$203K 0.51% 43
2023
Q4 		$597K Sell
5,345
-2,025
-27% -$213K 0.39% 49
2023
Q3 		$761K Hold
7,370
– – 0.53% 39
2023
Q2 		$782K Hold
7,370
– – 0.52% 38
2023
Q1 		$778K Buy
7,370
+460
+7% +$49.5K 0.55% 38
2022
Q4 		$748K Sell
6,910
-350
-5% -$37.2K 0.57% 36
2022
Q3 		$689K Hold
7,260
– – 0.56% 40
2022
Q2 		$738K Hold
7,260
– – 0.54% 39
2022
Q1 		$815K Sell
7,260
-330
-4% -$36.8K 0.52% 42
2021
Q4 		$851K Buy
7,590
+3,170
+72% +$345K 0.41% 51
2021
Q3 		$457K Buy
4,420
+837
+23% +$88.5K 0.25% 73
2021
Q2 		$375K Buy
3,583
+1,183
+49% +$124K 0.23% 75
2021
Q1 		$243K Buy
+2,400
New +$232K 0.23% 75

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ridgecrest Wealth Partners's VYM Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 17,142 shares worth $2.71M. The position accounts for 1.31% of the portfolio, ranked #17.

Ridgecrest Wealth Partners first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Ridgecrest Wealth Partners held 17,142 shares of Vanguard High Dividend Yield ETF worth $2.71M as of Q2 2026.
  • Ridgecrest Wealth Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 1.31% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Ridgecrest Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.